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Vanguard Real Estate ETF

1,523 hedge funds and large institutions have $17.5B invested in Vanguard Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 624 increasing their positions, 629 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 57.76%59.47% (+1.7%)

1% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 629

2% less funds holding

Funds holding: 1,5521,523 (-29)

6% less capital invested

Capital invested by funds: $18.6B → $17.5B (-$1.03B)

10% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 100

12% less funds holding in top 10

Funds holding in top 10: 114100 (-14)

65% less call options, than puts

Call options by funds: $76M | Put options by funds: $220M

Holders
1,523
Holders Change
-29
Holders Change %
-1.87%
% of All Funds
24.17%
Holding in Top 10
100
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.28%
% of All Funds
1.59%
New
90
Increased
624
Reduced
629
Closed
100
Calls
$76M
Puts
$220M
Net Calls
-$144M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
801
Bouchey Financial Group
New York
$808K +$14.8K +180 +2%
BEW
802
Burton Enright Welch
California
$803K -$139K -1,689 -14%
LMKC
803
L.M. Kohn & Company
Ohio
$801K +$36.2K +439 +4%
BPC
804
Banque Pictet & Cie
Switzerland
$801K +$285K +3,455 +48%
GWCM
805
Godshalk Welsh Capital Management
Pennsylvania
$795K -$28.9K -350 -3%
TSW
806
Thompson Siegel & Walmsley
Virginia
$795K +$124K +1,502 +17%
FPTW
807
Franklin, Parlapiano, Turner & Welch
Texas
$791K
MECA
808
Miller Equity Capital Advisors
Texas
$789K +$18.3K +222 +2%
WF
809
Warner Financial
Maryland
$788K +$10.7K +130 +1%
MFT
810
Moisand Fitzgerald Tamayo
Florida
$787K +$15.2K +184 +2%
GVAG
811
Great Valley Advisor Group
Delaware
$782K +$559K +6,781 +190%
AAS
812
Annex Advisory Services
Wisconsin
$777K -$51.5K -625 -6%
WPW
813
Watershed Private Wealth
Illinois
$776K -$42.9K -520 -5%
NPP
814
New Potomac Partners
Maryland
$776K -$70.4K -854 -8%
PF
815
Parker Financial
Washington
$770K -$111K -1,342 -12%
BAG
816
Briggs Advisory Group
Rhode Island
$758K -$7.5K -91 -0.9%
AR
817
Apeiron RIA
Texas
$755K +$56.7K +688 +7%
FFM
818
Forum Financial Management
Illinois
$752K -$42.8K -519 -5%
RA
819
Rockingstone Advisors
Massachusetts
$749K -$20.6K -250 -2%
TC
820
TAP Consulting
Missouri
$745K +$38.8K +470 +5%
GPI
821
General Partner Inc
Pennsylvania
$741K
OCFG
822
O'Connor Financial Group
Illinois
$741K -$21.7K -263 -3%
CWM
823
Chesapeake Wealth Management
Virginia
$740K +$57.3K +695 +8%
CI
824
CX Institutional
Indiana
$737K -$451K -5,464 -36%
SF
825
Safeguard Financial
Wisconsin
$737K -$9.48K -115 -1%

VNQ Hedge Fund Activity: Q3 2023 in Review

1,523 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2023, worth a combined $17.5B — down 5.5% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of VNQ and 90 opened new positions — a net loss of 10 holders — while 629 trimmed existing stakes and 624 added.

The largest buyer was Mivtachim The Workers Social Insurance Fund, opening a new position worth an estimated $299M. The largest seller was Catalyst Capital Advisors, cutting an estimated $91.8M.

  • 1,523 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2023, down from 1,552 in Q2 2023.
  • Funds reported $17.5B of Vanguard Real Estate ETF stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 90 funds opened new Vanguard Real Estate ETF positions in Q3 2023 and 100 closed out, a net change of -10 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2023 was Mivtachim The Workers Social Insurance Fund, an estimated $299M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2023 was Catalyst Capital Advisors, an estimated $91.8M sold.

Based on aggregated 13F filings for Q3 2023.